Southside Bancshares
SBSI
157 hedge funds and large institutions have $490M invested in Southside Bancshares in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 69 reducing their positions, and 13 closing their positions.
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
7% more capital invested
Capital invested by funds: $459M → $490M (+$31.4M)
3% more funds holding
Funds holding: 152 → 157 (+5)
5% more call options, than puts
Call options by funds: $60K | Put options by funds: $57K
0.7% less ownership
Funds ownership: 56.62% → 55.92% (-0.7%)
41% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.14M |
| 2 |
Goldman Sachs
New York
|
+$1.87M |
| 3 |
Morgan Stanley
New York
|
+$1.6M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.45M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$4.44M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.23M |
| 3 |
State Street
Boston,
Massachusetts
|
-$2.07M |
| 4 |
BlackRock
New York
|
-$2M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$1.7M |
SBSI Hedge Fund Activity: Q3 2023 in Review
157 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2023, worth a combined $490M — up 6.8% from $459M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SBSI positions and 13 closed out — a net gain of 5 holders — while 41 added to existing stakes and 69 trimmed.
The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $2.14M. The largest seller was Millennium Management, cutting an estimated $4.44M.
- 157 institutional investors held Southside Bancshares (SBSI) as of Q3 2023, up from 152 in Q2 2023.
- Funds reported $490M of Southside Bancshares stock for Q3 2023, up 6.8% quarter-over-quarter.
- 18 funds opened new Southside Bancshares positions in Q3 2023 and 13 closed out, a net change of +5 holders.
- The largest Southside Bancshares buyer in Q3 2023 was Arrowstreet Capital, an estimated $2.14M added.
- The largest Southside Bancshares seller in Q3 2023 was Millennium Management, an estimated $4.44M sold.
Based on aggregated 13F filings for Q3 2023.